Director of Reporting & Pricing

The ONeil Search Group; Los Angeles (CA); Sur place; USD 100 000 - 150 000; Plein temps

Résumé du poste

The ONeil Search Group is seeking a finance and data reporting leader in Los Angeles. The role oversees pricing, reporting, and client/timekeeper data teams, conducts performance evaluations, reviews timecards, and ensures accuracy of reports.

You will develop and prepare pricing proposals, create SSRS or Power BI reports, analyze firm profitability, and support matter budgets. The position requires coordinating with attorneys and stakeholders to deliver timely, accurate insights.

Responsabilités

• Preparation of monthly and annual reports.
• Prepare ad hoc client reports including time detail, ledger history, and attorney assignments.
• Create reports to analyze firm financial metrics and profitability.
• Develop and prepare pricing proposals in response to RFP requirements while ensuring compliance with firm policies.
• Review client/matter/timekeeper data for accuracy.
• Assist in managing firm and client rates and annual increases.
• Answer questions that may arise regarding reports.
• Assist attorneys with producing and reporting on matter budgets and estimates.
• Organize, manage and review reports for consistency and accuracy (both data and recipients).
• Modify Aderant Inquiries and Security as needed.
• Ensure client rates are set up and reported on properly.
• Create SSRS or Power BI reports as needed.
• Other special projects and analysis, as needed.

Description du poste

Supervisory Responsibilities:

• Manage the pricing/reporting and client/timekeeper data teams.
• Conduct performance evaluations for department staff.
• Review and approve timecards and PTO for department staff.

Duties/Responsibilities:

• Preparation of monthly and annual reports.
• Prepare ad hoc client reports including time detail, ledger history, and attorney assignments.
• Create reports to analyze firm financial metrics and profitability.
• Develop and prepare pricing proposals in response to RFP requirements while ensuring compliance with firm policies.
• Review client/matter/timekeeper data for accuracy.
• Assist in managing firm and client rates and annual increases.
• Answer questions that may arise regarding reports.
• Assist attorneys with producing and reporting on matter budgets and estimates.
• Organize, manage and review reports for consistency and accuracy (both data and recipients).
• Modify Aderant Inquiries and Security as needed.
• Ensure client rates are set up and reported on properly.
• Create SSRS or Power BI reports as needed.
• Other special projects and analysis, as needed.